LMG Wealth Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $461K | Hold |
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|
2025
Q2 | $425K | Hold |
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|
2025
Q1 | $448K | Hold |
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|
2024
Q4 | $378K | Buy |
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|
2024
Q3 | $308K | Hold |
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|
2024
Q2 | $263K | Hold |
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|
2024
Q1 | $258K | Hold |
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|
2023
Q4 | $244K | Hold |
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|
2023
Q3 | $226K | Sell |
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|
2023
Q2 | $266K | Hold |
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|
2023
Q1 | $288K | Hold |
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|
2022
Q4 | $300K | Buy |
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